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AFFMX vs SNGVX
AFFMX vs SNGVX Comparison
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AFFMX vs SNGVX Comparison Chart in %
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AFFMX vs. SNGVX commentary
Jun 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFFMX is a Hold and SNGVX is a Hold.
FUNDAMENTALS
Fundamentals
AFFMX has more cash in the bank: 13.1B vs. SNGVX (194M). AFFMX pays higher dividends than SNGVX: AFFMX (4.59) vs SNGVX (3.82). AFFMX was incepted earlier than SNGVX: AFFMX (9 years) vs SNGVX (39 years). SNGVX (0.80) is less costly to investors than AFFMX (0.26). AFFMX is a more actively managed with annual turnover of: 58.00 vs. SNGVX (12.51). SNGVX has a lower initial minimum investment than AFFMX: SNGVX (5000) vs AFFMX (1000000). AFFMX annual gain was more profitable for investors over the last year : 4.90 vs. SNGVX (3.85). SNGVX return over 5 years is better than : 6.97 vs. AFFMX (3.46).
| AFFMX | SNGVX | AFFMX / SNGVX | |
| Total Expense Ratio | 0.26 | 0.80 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 0.80 | 33% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | -0.077 | 0.410 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 194M | 6,753% |
| Annual Yield % from dividends | 4.59 | 3.82 | 120% |
| Returns for 1 year | 4.90 | 3.85 | 127% |
| Returns for 3 years | 13.09 | 12.85 | 102% |
| Returns for 5 years | 3.46 | 6.97 | 50% |
| Returns for 10 years | N/A | 17.67 | - |
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